Investment Approach & Direct Investing · from Family Offices & Multi-Family Offices in AI Answers — a directional read
“multi-family office investment performance track record”
MEASUREDN = 1 sample per engine — a directional read, not a statistical benchmark.
When we asked, 2 of 3 engines named a family office. 3 distinct firms were named in total, never the same across every engine — see the breakdown below.
ChatGPT
No tracked firm named.
Sources cited: cfainstitute.org, privatebank.citibank.com, msreserved.com, spglobal.com, sec.gov
Gemini
Named, in the order the answer mentioned them: UBS · Cambridge Associates
Perplexity
Named, in the order the answer mentioned them: Goldman Sachs
Sources cited: withintelligence.com, wgfa.wharton.upenn.edu, goldmansachs.com, swfinstitute.org, td.com, gwlrealtyadvisors.com, blackrock.com, performativ.com, +11 more
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